Credentials: BCom, BA, MAppFin, CIPM
Debbie has over 17 years’ experience in the financial industry and has over five years as an equity investment analyst, predominantly performing fundamental research on Australian and international equities. She joins U Ethical from UniSuper where she was an investment analyst responsible for consumer stocks research, portfolio management, ESG/climate risk reporting and data maintenance. Prior to this, Debbie worked at JBWere in various equity and fixed income analyst roles, all of which centred on providing investment research and portfolio management service for sophisticated high net worth clients. Debbie will examine securities’ economic, financial and other qualitative and quantitative factors, offering insights and recommendations to the portfolio manager.
"I was drawn to U Ethical because of its strong alignment with ethical investment principles and its focus on creating positive social impact. The opportunity to work as an equities analyst within such a purpose-driven organisation allows me to pursue my deep interest in analysing markets and companies, selecting stocks thoughtfully, and contributing to meaningful change through responsible investment"
Debbie Yong, Senior Investment Analyst - Equities
The information provided is general information only. Before acquiring a U Ethical product, you should read the disclosure document(s) for the product and seek independent advice to ensure it is appropriate for your particular objectives, financial situation and needs.
The disclosure documents are available from this website and contain details of the issuer of each product. U Ethical is a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147.
We acknowledge Aboriginal and Torres Strait Islander peoples as the traditional owners and original custodians of the lands and waters on which we all live and work. We pay our respects to Elders past and present.
©2024 Uniting Ethical Investors Limited